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Blackstone
BX

Overview Fund Activity

1,145 hedge funds and large institutions have $27.2B invested in Blackstone in 2020 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 434 increasing their positions, 331 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+125
Holders Change %
+12.25%
% of All Funds
20.32%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.8%
New
195
Increased
434
Reduced
331
Closed
55
Calls
$524M
Puts
$989M
Net Calls
-$465M
Net Calls Change
-$372M

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$156M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$150M
3
Artisan Partners
Artisan Partners
Wisconsin
+$146M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
5
DCP
D1 Capital Partners
New York
+$81.7M

Top Sellers

1
HCM
HMI Capital Management
California
-$173M
2
Capital World Investors
Capital World Investors
California
-$62.3M
3
Capital International Investors
Capital International Investors
California
-$60.7M
4
Millennium Management
Millennium Management
New York
-$53.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGA
1076
Lebenthal Global Advisors
New York
$32K +$32K +500 New
MF
1077
Manchester Financial
California
$30K – – –
LWANC
1078
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K +$262 +4 +0.9%
RFA
1079
Reilly Financial Advisors
California
$29K – – –
SWM
1080
Selective Wealth Management
Virginia
$29K +$192 +3 +0.7%
TIM
1081
Tortoise Investment Management
New York
$26K – – –
COCM
1082
Charter Oak Capital Management
New Hampshire
$26K +$26K +400 New
EW
1083
Evoke Wealth
California
$25K +$25K +385 New
AIL
1084
AGF Investments LLC
Ontario, Canada
$23K -$4.77K -73 -17%
FWM
1085
FSA Wealth Management
Massachusetts
$23K +$23K +350 New
WB
1086
Webster Bank
Connecticut
$22K -$11.5K -180 -34%
AWM
1087
AllSquare Wealth Management
New York
$22K – – –
CPWM
1088
Cypress Point Wealth Management
Texas
$21K +$21K +325 New
DOA
1089
D'Orazio & Associates
Virginia
$21K +$21K +330 New
AWM
1090
Avior Wealth Management
Nebraska
$20K – – –
HFA
1091
HC Financial Advisors
California
$19K – – –
TCM
1092
Tradewinds Capital Management
Washington
$19K – – –
OPW
1093
Oxler Private Wealth
New York
$19K +$19K +300 New
KFS
1094
Kelly Financial Services
Massachusetts
$18.3K -$1.1K -17 -6%
AJ
1095
Ashburton (Jersey)
Jersey
$18K – – –
FHA
1096
First Horizon Advisors
Tennessee
$17K – – –
CWA
1097
Core Wealth Advisors
Florida
$17K – – –
LWM
1098
Liberty Wealth Management
California
$17K +$1K +15 +6%
GCM
1099
Gables Capital Management
Florida
$16K – – –
VCM
1100
Versant Capital Management
Arizona
$16K +$63 +1 +0.4%
42 43
44
45 46